Connect Buildin.AI and PandaDoc

Both apps 32Buildin.AI 10PandaDoc 22

• Trigger
  Database Item Created

  Triggers when a new item (row) is added to a Buildin database.

• Trigger
  Page Updated

  Triggers when a page in your Buildin workspace is created or edited.

• Action
  Add Block to Page

  Appends one or more content blocks (paragraphs, headings, to-dos, lists and more) to a Buildin page or block.

• Action
  Add Content to Page

  Adds a paragraph of text to the end of a Buildin page (or after/before a chosen block).

• Action
  Create Database

  Creates a new database in Buildin with the columns you define, optionally inside a parent page.

• Action
  Create Database Item

  Creates a new item (row) in a Buildin database, with its property values and optional page content.

• Action
  Create Page

  Creates a new page in Buildin, at the workspace root, under a parent page, or as a row in a database, with optional content.

• Action
  Find Page by Title

  Searches the workspace for pages whose title matches the text you give and returns the matching pages, with the first match broken out.

• Action
  Get Page and Children

  Returns a page's details together with the content blocks directly inside it (up to 100).

• Action
  Update Database Item

  Updates the property values, icon or cover of an existing item in a Buildin database.

• Trigger
  Document completed

  Polling trigger. Fires when a document reaches completed status. Dedup by document id.

• Trigger
  Document completed (instant)

  Instant trigger: fires when a PandaDoc document reaches the completed state. Self-registering — APIANT creates the PandaDoc webhook when you turn the automation on and removes it when you turn it off, so there is nothing to paste. Only document_state_changed events with status document.completed are passed through; each fires once with the document id, name, status, created/modified/completed timestamps and the full document object.

• Trigger
  Document updated

  Polling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.

• Action
  Change document status

  Manually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.

• Action
  Create contact

  Creates a new contact.

• Action
  Create document from template

  Creates a new document from a template, with recipients, tokens, fields, and pricing tables.

• Action
  Create document link

  Generates a shareable session link for a recipient to view/sign a document.

• Action
  Delete contact

  Deletes a contact by ID.

• Action
  Delete document

  Deletes a document by ID.

• Action
  Download document PDF

  Returns the document as a PDF file. Use watermark options as needed.

• Action
  Find document by name

  Finds a document by name and emits its ID. An error occurs if none or more than one is found.

• Action
  Get document details

  Retrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.

• Action
  Get document entered data

  Emits arrays of field and token names and values for the specified document.

• Action
  Get document status

  Returns the current status of a document by ID.

• Action
  Get template details

  Retrieves details for a template by ID, including roles, fields, tokens, and pricing tables.

• Action
  List contacts

  Lists contacts in the workspace.

• Action
  List documents

  Lists documents, optionally filtered by status, template, folder, or search query.

• Action
  List folders

  Lists document folders.

• Action
  List members

  Lists workspace members (users).

• Action
  List templates

  Lists available document templates.

• Action
  Send document

  Moves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.

• Action
  Update contact

  Updates an existing contact by ID.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.